How It Works | BusinessFlow AI

01

Capture the Lead

Add new opportunities with custom stages, source tracking, and all the context you need to qualify them effectively.

Create leads with custom status stages
Track lead source and initial context
Preserve sales notes and communication history
Move leads through your qualification process

Leads

/leads

All Leads

Name	Company	Stage	Source	Created
Sarah Mitchell	Northstar Studio	Qualified	Referral	Jan 12

Lead Detail — Northstar Studio

Contact

Sarah Mitchell

Email

sarah@northstar.example

Phone

+1 (555) 014-2084

Source

Referral

Notes

Looking for a brand refresh and responsive website redesign before the next campaign launch.

Estimated Value

$8,500

Showing 1 of 24 leads

LeadQualified

Sarah Mitchell

Northstar Studio · Added Jan 12

ClientACTIVE

Northstar Studio

Converted from Lead · Just now

Lead converted to client

The lead was converted. The original lead record is retained with Won status. All context preserved.

Contact information

Name

Sarah Mitchell

Company

Northstar Studio

Email

sarah@northstar.example

Phone

+1 (555) 014-2084

Lead source

Referral

Estimated value

$8,500

Converted

Jan 12

Notes

Looking for a brand refresh and responsive website redesign before the next campaign launch.

02

Convert to Client

When a prospect becomes a customer, convert the lead to a client — preserving all original context and creating a relationship record.

One-click lead-to-client conversion
Original lead record preserved for reference
Client profile with contact details and history
Relationship timeline starts automatically

03

Create the Project

Establish a clear home for the engagement. Link the project to the client, set status, priority, timeline, and team visibility.

Projects connected to client relationships
Status, priority, and due date tracking
Project dashboard with metrics and activity
Team members see relevant project context

Project Overview

/projects/brand-website-refresh

Project

Brand & Website Refresh

Client:Northstar Studio

Status

Planning

Priority

High

Due Date

2025-10-30

Progress

2 of 6 tasks

Project Details

Client

Northstar Studio

Status

Planning

Priority

High

Due Date

2025-10-30

Team Visibility

Team members with access to this project can view tasks, documents, and AI analysis.

SM

MW

PP

+2

Documents

/projects/brand-&-website-refresh/documents

Project

Brand & Website Refresh — Brief

Objectives

Refresh Northstar Studio's brand and website with a stronger visual system, improved content hierarchy, and responsive experience before the next campaign launch.

Requirements

• New brand direction and visual system • Restructured homepage content hierarchy • Responsive mobile experience • WCAG 2.1 AA compliance • CMS integration for content management

Deliverables

• Brand direction documentation • Homepage redesign • Responsive page layouts • Design system documentation • Developer handoff package

Attachments

PRIMARY

Brand & Website Refresh — Project BriefPDF · 2.4 MB

Brand ReferencesFIG · 1.8 MB

Content NotesTXT · 24 KB

04

Add the Brief

Document project requirements, objectives, and key information in a structured brief. Attach files and reference materials.

Rich text briefs with structured sections
File attachments and external references
Version history for brief evolution
Foundation for AI intelligence analysis

05

Analyze with AI

Run AI Project Intelligence on the brief to surface requirements, identify risks, detect gaps, and generate suggested tasks.

Requirements extracted from brief content
Risks and dependencies identified
Missing information flagged proactively
Suggested task breakdown with context

AI Project Intelligence

/projects/brand-and-website-refresh/ai

AI Analysis

Analysis complete

Executive Summary

Refresh Northstar Studio's brand and website with a stronger visual system, improved content hierarchy, and responsive experience before the next campaign launch.

Project Requirements

Define updated brand direction
High importance
A refreshed brand direction aligned with the studio's positioning.
Ensure responsive mobile experience
High importance
All pages must work across mobile, tablet, and desktop.
Restructure homepage content hierarchy
Medium importance
The current homepage needs clearer information architecture.
WCAG 2.1 AA compliance
Medium importance
Ensure accessibility standards are met throughout.
CMS integration for content management
Medium importance
Content team needs to manage pages post-launch.

Expected Deliverables

Brand direction documentation
Color palette, typography, and component specifications.
Homepage redesign
New homepage layout with improved hierarchy.
Responsive page layouts
Mobile-first layouts for all key pages.
Design system documentation
Component library and usage guidelines.
Developer handoff package
Spec files and assets for implementation.

Risks & Considerations

Content requirements may need clarification
Medium
Client feedback on copy is still pending.
Existing visual system needs broader refinement
Low
Current brand assets may not fully support the new direction.

Open Questions

What is the target launch date?
A firm timeline is needed to plan sprint allocation.
Which pages are included in the initial release?
Knowing scope prevents over-engineering.

Suggested Tasks

AI-generated suggestions only — no Task is created until you approve.

Review brand positioning

HIGHDefine updated brand direction•Existing visual system needs broader refinement

Audit current website

HIGHEnsure responsive mobile experience

Define homepage structure

MEDIUMRestructure homepage content hierarchy•Content requirements may need clarification

Prepare visual direction

MEDIUMDefine updated brand direction

Build responsive page layouts

MEDIUMEnsure responsive mobile experience

AI Task Approval

Review queue

Approval Queue

5 suggestions pending

Review brand positioning

High

Req-1: Define updated brand directionExisting visual system may require broader refinement

Audit current website

High

Req-2: Responsive mobile experience

Define homepage structure

Medium

Req-3: Restructure homepage contentContent requirements may need clarification

Edit Task

Title

Priority

Assignee

Description

Prepare visual direction

Medium

Req-1: Define updated brand direction

Build responsive page layouts

Medium

Req-2: Responsive mobile experience

Approved tasks enter the project task board as real work items

06

Review & Approve Tasks

Review each AI-suggested task in context. Approve, modify, or reject — only approved tasks become real work in your project.

Dedicated review queue for AI suggestions
Full context: linked requirements and risks
Modify tasks before approval
Approved tasks enter standard workflow

07

Execute the Project

Manage tasks, track progress, and maintain visibility. All work stays connected to the project, client, and original brief context.

Task status, priority, and assignment tracking
Activity timeline for every task and project
Search across projects, tasks, and documents
Context preserved from lead through delivery

Tasks

/projects/brand-website-refresh/tasks

Project delivery

Tasks

Open tasks

4

Completed

2

In Progress

1

Review brand positioning›
CompletedHighSMOct 20Project: Brand & Website Refresh
Audit current website›
CompletedHighMWOct 22Project: Brand & Website Refresh
Define homepage structure›
In ProgressMediumPPOct 28Project: Brand & Website Refresh
Prepare visual direction›
To DoMediumSMNov 5Project: Brand & Website Refresh
Build responsive layouts›
To DoMediumMWNov 12Project: Brand & Website Refresh
Configure CMS content models›
To DoMediumPPNov 15Project: Brand & Website Refresh

Search & Assistant

Global search + AI Assistant

⌘K

Results

AI AssistantBusinessFlow

U

What needs attention on this project?

Two items need attention:

• **Define homepage structure** is currently in progress
• The project is still waiting on final content requirements from the client

All other tasks are on track. Would you like me to show the full task board?

08

Stay Oriented

Use global search, activity feeds, and the AI Assistant to find information, understand what changed, and ask questions about your work.

Global search across all workspace content
Real-time activity feed per project and workspace
AI Assistant answers questions using workspace context
Quick navigation between related items

From prospect to delivery in eight steps.

Capture the Lead

All Leads

Lead Detail — Northstar Studio

Notes

Sarah Mitchell

Northstar Studio

Contact information

Notes

Convert to Client

Create the Project

Brand & Website Refresh

Project Details

Team Visibility

Brand & Website Refresh — Brief

Objectives

Requirements

Deliverables

Attachments

Add the Brief

Analyze with AI

AI Analysis

Executive Summary

Project Requirements

Define updated brand direction

Ensure responsive mobile experience

Restructure homepage content hierarchy

WCAG 2.1 AA compliance

CMS integration for content management

Expected Deliverables

Brand direction documentation

Homepage redesign

Responsive page layouts

Design system documentation

Developer handoff package

Risks & Considerations

Content requirements may need clarification

Existing visual system needs broader refinement

Open Questions

What is the target launch date?

Which pages are included in the initial release?

Suggested Tasks

Approval Queue

Review brand positioning

Audit current website

Define homepage structure

Edit Task

Prepare visual direction

Build responsive page layouts

Review & Approve Tasks

Execute the Project

Tasks

Results

Stay Oriented

Ready to see it in action?